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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,871 | $107,353-5.1% | $92,903+9.7% | $152,885-33.4% |
| Participation rate | 42.9% | 79.8%-36.9pp | 76.0%-33.1pp | 82.5%-39.6pp |
| Annual return | 27.80% | 145.62%-117.8pp | 109.43%-81.6pp | 345.39%-317.6pp |
| Employer contribution / active EE | $1,460 | $4,222-65.4% | $3,653-60.0% | $4,763-69.3% |
| Participant deferral / active EE | $3,746 | $4,848-22.7% | $4,238-11.6% | $5,851-36.0% |
| Admin fee / account holder | $3,248 | $7,081-54.1% | $5,795-43.9% | $11,598-72.0% |